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Financial Year-End Closedown Working Checklist for Kent Schools

E-learning for experienced school business managers and finance staff in Kent

This refresher course is designed to guide experienced school business managers and finance staff through the key tasks and principles involved in the financial year-end closedown. Using a clear, step-by-step working checklist, the course provides helpful reminders of what needs to be completed, why each stage matters and how to approach the process with confidence and accuracy.

Each module revisits essential checks, reconciliations and documentation requirements, providing you with up-to-date guidance and reassurance as you progress through the closedown period. You can access the modules at your own pace and return to sections whenever you need a reminder or clarification during the year-end cycle.

Please note, this course is only applicable for schools and educational settings in Kent.
  • Identify the key legal and regulatory obligations for year-end closedown in Kent schools.
  • Know the important submission dates and how to plan effectively around them.
  • Learn the essential checks and backups needed before starting the closedown process.
  • Understand the roles and responsibilities of each team member involved in the closedown.
By completing this course, delegates will refresh their understanding of the full financial year-end closedown process and feel more confident navigating each stage with clarity.

Modules include:

  • Preparing for Year-End: Key Principles and Initial Checks
  • Section 1: Unauthorised Transactions, Accounts Receivable & Commercial Services Kent Invoices
  • Section 2: March Advance, Direct Debits, Onecard Expenditure and Payroll
  • Section 3: From Devolved Capital Balance Checks, to Petty Cash, to Processing March VAT
  • Section 4: Creditors, Debtors, Expenditure Prepayments & Income Prepayments
  • Section 5: Open the New Year, Define the VAT and Prepare Year-End Provision Schedules
  • Section 6: First Preliminary Close, Processing Journals and Second Preliminary Close
  • Important Reminders, Submitting Year-End Documentation and Next Steps

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The Education People

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Product Type:
E-Learning